Nasdaq - Delayed Quote • USD
Columbia Small Cap Growth Inst3 (CSGYX)
At close: 8:00 PM EDT
Top 10 Holdings (25.29% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSGYX
Industrials 27.39%
Healthcare 24.23%
Technology 19.17%
Consumer Cyclical 13.91%
Energy 4.50%
Consumer Defensive 3.43%
Basic Materials 2.94%
Communication Services 2.92%
Financial Services 1.51%
Real Estate 0.00%
Utilities 0.00%
Overall Portfolio Composition (%)
| Cash | 0.85% |
| Stocks | 99.07% |
| Bonds | 0.00% |
| Others | 0.09% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CSGYX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 34.63 |
| Price/Book | 0.23 | 5.39 |
| Price/Sales | 0.35 | 3.86 |
| Price/Cashflow | 0.05 | 22.99 |
| Median Market Cap | 5,592.12 | 5,964.6 |
| 3 Year Earnings Growth | 26.43 | 15.48 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | 14.37% |
| 5y Average Return | 9.75% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.08B |
| YTD Return | 16.26% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 01, 1996 |
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index (the index) at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.
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